Join us in Philadelphia May 6-8, 2020 for this International forum which brings together leaders from the accounting and legal fields. Over 400 professionals will gather to share success stories, seek new ideas and hear about some of the latest trends shaping the future landscape. The Client Experience Institute will be presenting a facilitated workshop […]
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Over 450 accounting professionals will gather on May 5-8, 2020 to advance their perspectives on the latest approaches, techniques and trends that is shaping the future landscape of the profession. The conference will feature a number of keynote speakers and break-out sessions throughout the three-day event. In conjunction with AAM, the Client Experience Institute will […]
In January, over 250 accounting professionals gathered to attend the 20th anniversary of the Winning is Everything (WIE) conference. Several of the top thought leaders gathered to share their “future state perspective” on M&A, human capital and technology. The Client Experience Institute (CEI) shared the latest thinking on how client service models are being re-defined […]
As firms spend greater time thinking about the entire client life cycle, we wanted to share a quick ten question assessment to gauge your readiness to address the end-to-end client experience journey. This area of emphasis is a key differentiator for all firms who are exploring value creation enhancements to their overall go-to-market strategy.
Check out these informational videos that were recorded during a recent Advisor of the Future workshop (click here).
Client Experience Institute™
Client Experience Institute™ is an advisory firm specializing in serving organizations who are all about delivering more value, more knowledge, and more results to their respective stakeholders. We work with like-minded professionals who are willing to think differently about how value is created, delivered and sustained.
Email: [email protected]
Address: 6100 Oak Tree Blvd., Suite 200, Cleveland, Ohio 44131